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Step 1 of 3 · about 3 minutes

Tell us how you bill today.

Tell us about your one-time charges, recurring billing, or installment-plan needs so we can prepare a relevant walkthrough. We read every answer before the call. Business information only, with no patient details.

  1. 01Your situation(current step)
  2. 02Prep for the call

01 Who we're talking to

02 What you offer

Which payments do you want to manage? Select all that apply.Installment plans are coming soon. Select them if they are part of your future workflow.

03 Where you process today

This is the single most useful answer on the page. It decides whether the call is a quick connect or a migration conversation.

Where you process payments today

Not on Stripe? Nothing more is needed here — we'll cover what switching looks like on the call.

04 How much is running through it

05 Why you're looking to switch

Saved instantly. We'll email you a calendar link to pick a time.

By continuing you agree we can store these business details to prepare for your call — see our Privacy Policy. Practice information only, never patient data.

Why we ask all this

  1. 01

    We prepare a walkthrough around your one-time charges, recurring billing, and payment-plan needs.

  2. 02

    Your processor answer tells us whether this is a quick connect or a migration.

  3. 03

    Volume sets your pricing. You'll get a real number on the call, not a follow-up.

No patient data on this page

This form lives on our marketing site and collects business details only. Patient data never touches it — that's the whole reason CopperTab exists.

Every plan includes a signed BAA. We'll bring one to the call.

Then what happens

  1. 2

    We email you a calendar link

  2. 3

    You pick a time that suits you

  3. 4

    We build your account behind the scenes

CopperTab Field Notes

Billing help, delivered.

Occasional notes on patient billing, one-time and recurring payments, payment recovery, PHI separation, and what we’re shipping at CopperTab.

By joining, you agree to receive occasional CopperTab product and company updates. Unsubscribe anytime. Privacy policy

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HIPAA-compliant billing that does not make you read a 40-page security PDF.

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